Client Support Executive (Leading to Trainee Paraplanner)
Client Support Executive
Our client is a business in central Brighton within financial planning/advice and insurance. This is a wonderful opportunity to join in a relativity junior position and be provided with a clear progression route toward Senior Client Support and then if desired Trainee Paraplanner. At this stage the company would also be willing to pay for your level 4 in Financial Planning.
37.5 per week (5 days per week flexible shifts between 8am and 9pm, each shift would be 7.5 hours)
Starting salary - £19,000
A key part of the position will be processing applications in order for financial products to be sold. This begins with a telephone interview in which you will ask customers the questions on the insurer’s application form, please note this is note a sales role and all customers will want the product that they are purchasing. You will be asking customers to disclose medical information which can be complex and sensitive, so it is essential that you have a professional telephone manner. Equally important is a high attention to detail, as the process involves careful data entry. You will need to be able to organise your workload, especially at busy times when you will have to 'keep many plates spinning’ whilst working under some pressure.
Previous telephone and administration experience is required as is a strong academic background.
For more information please apply today and if your CV is relevant we will be in touch soon!
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